SUCCESSFULLY

RAISE CAPITAL

Raising capital is an important step for any business.

If you’re successful, you’ll be able to expand your operations and take your product or service to the next level.

It’s important to make sure every detail is accounted for during the capital raise process, and the information you’ll need to prepare will differ depending on the investor and whether you’re looking to raise debt or equity.

We’re experienced when it comes to raising capital in all kinds of circumstances, and we’ll work closely with you to develop all the materials you’ll need to impress investors in order to maximize your valuation.

We’ll:

  • Review your current capital structure to determine your ideal debt/equity mix.
  • Provide you with a detailed road map to help you choose the right investor, so you bring on the right partner who believes in your vision.
  • Help you prepare your investor presentation, business plan and financial projections.
  • Negotiate the best terms.
  • Guide you through the due diligence process.
  • Help you close your transaction.

Your business is waiting to grow. What are you waiting for?

get your free consultation
Daryl and his team have been a godsend. Our business was scaling very quickly when we were introduced to Daryl and our accountant/bookkeeper at the time could not keep up. We were also in the middle of raising our Series A and required very specific financial documents in a short period of time. His team came on board and did a full audit of our financials, cleaned up mistakes that were made in previous years, and developed processes that would help in developing a successful profitable business. They sat with us in our office and learned about the fine details of our business and our goals. Now we consider Daryl and his team as part of the business. His eye when analyzing financial models is like no other. He really takes the time to learn every aspect of the business before developing a model and giving advice.

- Stacey Boguslavskaya

CMO/Co-Founder of Lunata
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